{"id":423761,"date":"2026-05-12T10:56:08","date_gmt":"2026-05-12T10:56:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/423761\/"},"modified":"2026-05-12T10:56:08","modified_gmt":"2026-05-12T10:56:08","slug":"850m-ameriprise-team-jumps-to-ria-integrated-partners","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/423761\/","title":{"rendered":"$850M Ameriprise Team Jumps to RIA Integrated Partners"},"content":{"rendered":"

Integrated Partners, the Boston-based hybrid registered investment advisor platform, has added a neighboring firm formerly with Ameriprise Financial.<\/p>\n

City Square Wealth Management, based in Charlestown, Mass., has left its former broker\/dealer after about a dozen years to join Integrated, which is an office of supervisory jurisdiction of LPL Financial. The firm had been managing $850 million in client assets with a team of six advisors and nine support staff.<\/p>\n

\u201cCity Square has built an impressive business rooted in trust, thoughtful planning and enduring client relationships,\u201d said Andree Mohr, president of Integrated Partners. \u201cTheir team reflects the type of growth-minded, planning-first firm that thrives at Integrated.\u201d<\/p>\n

City Square will join Integrated\u2019s Form ADV in the move, but retain its name and ownership stake. Integrated also\u00a0offers a full acquisition W-2 model\u00a0launched last year,<\/a>\u00a0with an eye toward firms looking for a succession move.<\/p>\n

Related:Edward Jones Posts Asset-Based Fee Gains, But Costs Tick Up<\/a><\/p>\n

Integrated Partners has been winning over broker\/dealer teams<\/a> at a strong clip in recent years, building to 116 offices and over 220 advisors and more than $25 billion in assets under management.\u00a0<\/p>\n

In April, Integrated said it had acquired a Denver-based Ameriprise team,<\/a> called Brick by Brick Wealth, overseeing $609 million in client assets.<\/p>\n

Part of the employee-owned firm\u2019s selling point has been its long-standing CPA Alliance, through which more than 250 CPAs work with the RIA for client services and referral opportunities.<\/p>\n","protected":false},"excerpt":{"rendered":"Integrated Partners, the Boston-based hybrid registered investment advisor platform, has added a neighboring firm formerly with Ameriprise Financial.…\n","protected":false},"author":2,"featured_media":423762,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-423761","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/423761","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=423761"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/423761\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/423762"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=423761"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=423761"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=423761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}